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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

253 hedge funds and large institutions have $3.29B invested in iShares Core S&P US Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+33
Holders Change %
+15%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
68
Increased
97
Reduced
46
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$186M
2
Morgan Stanley
Morgan Stanley
New York
+$50.4M
3
LPL Financial
LPL Financial
California
+$31.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.7M
5
CIM
Confluence Investment Management
Missouri
+$28.6M

Top Sellers

1
BL
Balentine LLC
Georgia
-$92.4M
2
PPA
Parametric Portfolio Associates
Washington
-$87.1M
3
AC
Alleghany Corporation
New York
-$82.7M
4
CWM
Cornerstone Wealth Management
Missouri
-$32.2M
5
SRA
Summit Rock Advisors
New York
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$510K – – –
ATC
152
Argent Trust Co
Tennessee
$510K – – –
WS
153
Wedbush Securities
California
$492K +$26.7K +545 +6%
CFA
154
Carroll Financial Associates
North Carolina
$488K +$5.91K +118 +1%
CSIA
155
Charles Schwab Investment Advisory
California
$488K +$488K +9,928 New
FAIM
156
Financial Advocates Investment Management
Washington
$480K -$995K -20,259 -67%
CPO
157
Cerity Partners OCIO
New York
$464K +$4.76K +97 +1%
LP
158
LGL Partners
Pennsylvania
$426K -$289K -5,884 -40%
HCA
159
Heck Capital Advisors
Wisconsin
$412K -$23.5K -478 -5%
AIM
160
Advantage Investment Management
Iowa
$402K -$187K -3,817 -32%
SWM
161
Sequoia Wealth Management
Illinois
$400K -$130K -2,640 -24%
CAC
162
Certified Advisory Corp
Florida
$396K +$785 +16 +0.2%
SB
163
Suntrust Banks
Georgia
$380K +$343 +7 +0.1%
PPW
164
Pasadena Private Wealth
California
$371K +$371K +7,566 New
RG
165
Rikoon Group
New Mexico
$368K +$34.4K +700 +10%
PWAP
166
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$368K +$74.6K +1,520 +25%
SCM
167
SOL Capital Management
Maryland
$365K – – –
APG
168
Abacus Planning Group
South Carolina
$347K – – –
CCMD
169
Cypress Capital Management (Delaware)
Delaware
$347K – – –
NPF
170
Norris Perne & French
Michigan
$342K – – –
OIA
171
Optimum Investment Advisors
Illinois
$339K – – –
NCM
172
Next Capital Management
New York
$338K +$338K +6,891 New
SFA
173
Sequoia Financial Advisors
Ohio
$329K +$329K +6,698 New
KA
174
Kovack Advisors
Florida
$323K +$37.5K +765 +13%
EAM
175
Evanson Asset Management
California
$312K +$3.14K +64 +1%
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